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User Guide - English
guide d'utilisation - Français
Check out our New Dashboard!
Dashboards have become a standard business tool over the last decade. To meet this demand, clevr has modernized the Dashboard to be responsive, design focused, and user-friendly driven by the feedback gathered through our Customer Advisory Board.
The modernization of the Dashboard ensures that all clevr users have an intuitive, customizable, and effective solution to display business data that matters most to them.
Add a Person to a Form
This section will walk you through adding new persons to a form to begin records for them.
Advanced Search and Saved Searches
Advanced Search allows you to build a custom report from data entered within clevr forms.
Alerts
Alerts are messages used to communicate important information to end users that can be deployed to different areas within clevr such as the Homescreen, Dashboard, etc.
All Roles Dropdown
clevr forms are no longer restricted to just student forms; you can now have staff or school forms! The All Roles dropdown can be used to control which role you are viewing records for.
Bulk Data Entry
Bulk Data Entry is used to populate the same value into multiple records at a time.
Bulk Printing
Class sets of printouts can be generated in bulk using this module.
Clone Record
You can make an exact clone (copy) of a record in clevr with the click of a button.
Dashboard
The Dashboard is a landing page in clevr composed of different widgets.
User Profile
A module where you can change your password, upload an image of yourself, and upload your signature.
Email Scheduler
Advanced search results can now be scheduled and emailed to you on a regular basis for up to three locations at a time.
Files and Links
Some forms allow you to upload files to a record or add links. This section will walk you though everything to know about this feature!
Forgot Password?
If your division does not utilize active directory as the login method you can reset a forgotten password using this feature.
Grid View Data Entry
Update multiple entries at once with Grid View! You can insert different data into the same fields in the same session and you have a visual of which fields are being modified.
Printing Support - Enable Popups
Popups must be enabled within your internet browser to print with clevr. This document will walk you through identifying your internet browser and enabling popups.
Homescreen Overview
The Homescreen is where most users land when they log in to clevr. This section will walk you through the Homescreen and all the features contained within it.
Import Data
Some specially marked fields within clevr forms are flagged to receive data from your SIS. This section will walk you through importing data into these fields.
Last Modified By
You can see the name of the last user who modified a record along with a date stamp in two places.
Linked Accounts
Users with multiple user accounts can navigate between them with Linked Accounts without need to re-enter their password each time.
Navigation Tips
This section will walk you through some basic navigation tips and tricks.
This section will outline all the different ways you can print within clevr.
Record History
Check out this section to find out how you can access historical records or unlock them.
Saving
This section will outline how saving works in clevr.
clevr Profile
clevr Profile is a module that gives users an overview of a specific person and the forms that have been created for them.
Student Status
In clevr students are filtered based on their status - acive, inactive, or pre-registered. Find out how to filter for students with different statuses in this article.
Bulk Image Upload
Bulk Image Upload provides the ability to upload person images in bulk to the clevr Profile.
Notification Board
The Notification Board displays all notifications that you have received and sent to other users.